DE vs MS: Which Is the Better Buy?
Side-by-side comparison of Deere & Company and Morgan Stanley — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-17.
Deere & Company · Industrials
$596.74
-29.8% upside to fair value
Grade C
High Quality
VS
Morgan Stanley · Financial Services
$218.37
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
MS has more upside to fair value
(+45.0%).
MS trades at a lower forward P/E
(23.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DE |
MS |
| Current Price |
$596.74 |
$218.37 |
| Fair Value Estimate |
$418.72 |
$316.64 |
| Upside to Fair Value |
-29.8%
|
+45.0%
|
| Market Cap |
$161.1B |
$344.4B |
| Forward P/E |
33.7x
|
23.6x
|
| EV / EBITDA |
19.0x
|
9.8x
|
| Price / Sales |
3.4x
|
2.7x
|
| Price / FCF |
42.8x
|
-327.4x
|
| Revenue Growth YoY |
+6.7%
|
+22.4%
|
| Gross Margin |
35.4%
|
56.6%
|
| Operating Margin |
18.4%
|
28.4%
|
| Return on Equity |
18.3%
|
23.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.34%
|
—
|
| Analyst Consensus |
Hold
|
Hold
|
Investment Thesis
Deere & Company operates in the agricultural machinery sector, providing durable equipment critical to farming and construction industries. The business quality is high, supported by a strong 18.3% return on equity and solid gross and operating margins of 35.4% and 18.4%, respectively. However, the stock is currently overvalued, trading approximately 30% above its fair value estimate of $418.72, …
Morgan Stanley is a leading global financial services firm specializing in capital markets, wealth management, and investment banking. The company demonstrates high business quality with a strong return on equity of 23.4% and robust revenue growth of 22.4% in the most recent quarter, alongside impressive earnings growth of 57.7% in the same period. Its gross margin of 56.6% and net margin of 20.2…
Accumulation Zones
| Metric |
DE |
MS |
| Zone Low |
$314.04 |
$237.48 |
| Zone High |
$355.91 |
$269.14 |
| In Buy Zone? |
No
|
Yes
|